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SIR Capital Management’s Dycom Industries DY Stock Holding History

SIR Capital Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.76M Sell
13,377
-2,800
-17% -$1.22M 0.78% 42
2026
Q1 		$5.48M Buy
16,177
+6,600
+69% +$2.48M 0.51% 54
2025
Q4 		$3.24M Sell
9,577
-16,900
-64% -$5.33M 0.36% 58
2025
Q3 		$7.72M Sell
26,477
-11,300
-30% -$2.97M 0.69% 42
2025
Q2 		$9.23M Sell
37,777
-19,200
-34% -$3.78M 0.82% 34
2025
Q1 		$8.68M Buy
56,977
+36,200
+174% +$6.24M 0.76% 42
2024
Q4 		$3.62M Buy
+20,777
New +$3.84M 0.37% 56

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SIR Capital Management's DY Position: Q2 2026 in Review

SIR Capital Management reduced its Dycom Industries (DY) stake by 17% in Q2 2026, selling an estimated $1.22M and leaving 13,377 shares worth $6.76M. The position accounts for 0.78% of the portfolio, ranked #42.

SIR Capital Management first reported a position in DY in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.23M in Q2 2025. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • SIR Capital Management held 13,377 shares of Dycom Industries worth $6.76M as of Q2 2026.
  • SIR Capital Management sold 2,800 Dycom Industries shares in Q2 2026, an estimated $1.22M.
  • Dycom Industries made up 0.78% of SIR Capital Management's portfolio in Q2 2026, its #42 holding.
  • SIR Capital Management first reported a position in Dycom Industries in Q4 2024 and has held it in 7 quarters since.
  • SIR Capital Management's Dycom Industries position peaked at $9.23M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.